CrediaOps

Collaboration & Sharing

Users & Roles

How to Invite a User

Add new members to your organization by sending an email invitation.

Steps (5)

01

Go to the Users page

Click "Users" in the sidebar under the Team section.

02

Click "Invite User"

Click the invite button. A dialog will open.

03

Enter the email address

Type the email address of the person you want to invite.

04

Select a role

Choose the role for the new member: Owner, Editor, or Viewer.

05

Send the invitation

Click "Send Invite". The person will receive an email with a link to join your organization. You can see pending invitations on the same page and cancel them if needed.